Document Inquiry

OBJECTIVE

The Document Inquiry function is used to search or view all documents created in Document Management for a given customer, project, supplier, purchase order, etc.

The documents are visible based on assigned access rights on options and the document categories defined in Security Management.

The Document Inquiry function can also be accessed from the drop-down menu in the main screen by clicking the Search icon.

PREREQUISITES

Define Document Categories
Security Management - Access Restriction - Documents

Summary

Basic information on Document Inquiry
To searcha document

Steps

maestro* > Projects > Analysis and Inquiry > Miscellaneous > Document Inquiry

A. Basic information on Document Inquiry:

Document Management is divided into three (3) sections:

Icons
Display Selections
Grid

Icons

It is possible to make research faster (useful when there are a lot of documents in maestro*) by clicking the Use SQL search icon. In SQL mode, the last research parameters are saved by user and restored for the next inquiry.

Icône	Title	Used to
	Filter	Determine whether or not the Display Selections section is displayed. This is where the user can enter search criteria.
	Enter New Filter Parameters	Clears settings from the screen so that the user can start a new search.
	Filter Data According to Specified Parameters	Conducts the search based on the criteria entered in Display Selections.
	Template	Assign a name to the current search. NOTES: The user can retrieve a saved search by clicking the drop-down menu to the right. Works with the Save Filter icon.
	Save Filter	Save the current search based on display settings entered.
	Delete Filter	Delete the search specified in the Template field.
	View the selected document	Allows the user to view a document on the screen in view mode only.
	Edit the selected document	Open Document Management. NOTE: When clicking the icon, maestro* displays the Document Management option where the document was created.
	Collapse and Expand Tree	Open or close the tree structure of the grid where groups exist.
	Configuration	Configure the columns of the grid.

Display Selections

This section is used to enter criteria for searching documents created in maestro* in Document Management.

In SQL search, it is possible to specify if the search is done in all field, at the beginning of the field or if it has to be the exact value. It is also possible to limit the Number of lines to display.

Field	Description
Summary	Allows the user to search by the text entered in the summary when creating the document.
Filename	Allows the user to search by the file name assigned by maestro*.
Search Tag 1 to 3	Allows the user to search by the keywords entered in search fields 1 to 3.
Creation Date	Date the document was created. NOTE: The user can search for a creation date range.
Follow-Up Date	Document recall date.
Modification Date	Date on which the last modification was made to the document.
Created By	User who created the document. NOTE: The user is from Security Management.
Assigned to	Name of the user to whom the document was assigned.
Table	Name of the table in which the documents were created.
Option	Number of the option where the documents were created. NOTE: The user can access the list of options by clicking the F7 key.
Key Value	Allows the user to search documents by the value entered by maestro* in the First Key Field Value field.
Category	Category from Define Document Categories.
Document Format	Allows the user to define the format of the documents to be searched.

Grid

This section is displayed if a filter has been applied. This section displays the search results, in inquiry mode, based on the access restrictions and options defined in Security Management.

To edit a document:

Select the document to be opened.
Click the Edit the selected document icon to access Document Management where the document was created.
Select the document by double-clicking on it.

To view or edit documents, the programs used to create them must be installed on the user's workstation.

Search a document

Click the Filter icon.
Enter the required information in the Display Selections tab:
Click on the Filter Data According to Specified Parameters icon.

A grid with the search result is displayed. The user can create groups by dragging the column headers above the grid to organize the documents.

To conduct a new search, click the Enter New Filter Parameters icon.